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BLUE LINE CAPITAL

CHICAGO, IL · CRD 304024 · IAPD ↗ · 312-837-3944

$131.9MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
July 2026 — BLUE LINE CAPITAL grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
March 2026 — BLUE LINE CAPITAL (CHICAGO, IL) is newly SEC-registered with $131.9M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.